Field Service Management

Job Costing

Price every job with a full breakdown of costs. This can be done at any stage prior to Invoicing. You can price any job individually and even leave additional notes for inclusion on the final Invoice.

MyFIELDCRM

Feature Summary

Full Job Costing Solution

Breakdown of Costs For Parts, Labour and Travel

Automatic Calculation of Tax and VAT

Links Directly to Invoicing and Financial Records

Include Invoice Details Description

Record Invoice details at Any Time

Field Service Management*

Job Tickets & Service

Job Tickets and engineer site visits are grouped within each customer record, Send notifications to your site technicians and receive a return 'Thumbs Up' notification to say they have received the job.

MyFIELDCRM

Feature Summary

Creates Completed PDF Job Sheets

Book Multiple Days for Multiple Reps

Capture Customer and Rep Signature

Service Level Agreements for Timed Response

Works with All Mobile Devices and Smartphones

Log and Retain Faults using Fault Tracker

Field Service Management*

Field Service Management

How Does it Work?

Our field service management module allows you to easily schedule and dispatch field workers, assign jobs, print job tickets or send notifications direct to your technicians. By utilising mobile devices details can be accessed direct allowing each technician the ability to record faults or site details, and capture customer signature on completion adding location time and date of every job.

Signature Capture

By capturing the customer and service engineers signature, these are automatically embedded within a PDF document which can be sent to your customer for their records, or if you are a sub-contractor, the main contractor may require these prior to paying your invoice.

Service Level Agreements

If your business works to deadlines set by your customer, utilise the SLA function built right in to AutoVu. It will allow you to set timed deadlines individually for each customer. Should the time expire before the engineer attends, your nominated person will get a kindly alert!

Fault Tracker

Record a log of every fault that occurs on your products. Your service technicians can pick from a list of common faults previously added using our custom picklists module. This can be updated and amended at any time to include new faults or remove those that are no longer needed.

MyFIELDCRM

Feature Summary

Fault Tracker

Custom Pick List Fault Code Generator

Easy to Select Appropriate Codes On-Site

Create Monthly Analysis Reports

Pin Point Fault Trends and Faulty Parts

Field Service Management*

Service Agreements

If your company operates within a Service Level Agreement (SLA) structure. The ability to set timed response and notification of failure is built in to My Field CRM. Alerts can be sent to a nominated person of potential failures to comply.

MyFIELDCRM

Feature Summary

Sent Notification Alerts

Apply Variable Time Limits

Schedule Start and Finish Times

Allocate Nominated Person

Create Individual Company Limits

Include Early Warning Failure Notification

Field Service Management*

Timed Response Counter

How Does It Work?

Set up a Service Level Agreement with a main contractor which will include the terms of the agreement, maximum response time and a nominated person within your establishment that will receive notifications.

Each new job ticket that is raised for a job that the Main Contractor has listed with you will invoke a timed response mechanism that will trigger the alerts as the completion time approaches.

MyFIELDCRM

Service Agreement Timer

Once a service level agreement has been set with a main contractor and a nominated person specified. Each job ticket produced will automatically begin counting down.

Should the time allocation become close to expiry, an early reminder notification can be sent to the nominated person warning of potential failure to comply.

Closing the job ticket or marking as 'Arrived on Site' will stop the timer and prevent further notifications.